Generate pre-meeting brief from public sources.
Produce a structured, sourced pre-meeting brief on any company in ~90 seconds, before the firm has any internal corpus on it.
Prompts used
The exact LLM prompts this automation calls — system instructions and user messages, in execution order, with the model each step uses.
- Pre-Meeting Brief →10 prompts
Fan-out of section-specific drafters plus a final editor pass that produces a structured, sourced pre-meeting brief from public sources alone.
Reference build
A working reference build that runs in production. A partner adds a company to a "generate brief" list in the CRM and, ~90 seconds later, a structured pre-meeting brief lands on the company record and in their inbox — assembled from public sources, sectioned, edited, and routed to the right partner. No internal data required; this is the cold-start pattern every firm needs before a first conversation.
We document the flow in tooling-neutral terms. The vendors below are our choices; the same pattern runs cleanly on any combination listed in the swap matrix.
Prompts that power this build
The build (flow, swap matrix, vendors) lives here. The actual production prompts live in the Prompt Library, grouped under one entry per workflow and broken out by section inside. Section drafters share a common structure (analyst persona, plain language, no subsections, fixed paragraph budget) and each takes an optional focus_contextfield from the partner to bias the research.
Swap matrix
The flow above is described in roles, not vendors. Every layer is replaceable without touching the others, because the orchestrator owns the wiring.